Onpoint Business Advisors, INC. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Onpoint Business Advisors, INC.
  • Sponsor EIN: 992822181
  • Sponsor Address: 82 BURNT SWAMP ROAD, CUMBERLAND, RI, 02864
  • Plan Type: DC
  • Plan Number: 001
  • Total Participants: 1
  • Total Assets: $58,099

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20251$58,099$0$0
20241$220,047$0$0

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